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Invensys Pension Scheme (CAS-37079-W5F6)

Complainant: Mr C
Complaint Topic: Benefits: overpayment (recovery of)
Ref: CAS-37079-W5F6
Outcome: Partly upheld
Appeal outcome: None
Respondent: The Trustee of the Invensys Pension Scheme
Type: Pension complaint or dispute
Date:
Appeal: No

Ombudsman’s Determination

Outcome

Mr C’s complaint against the Trustee is partly upheld. To put matters right, the Trustee shall: 

  • pay Mr C £500 for the significant distress and inconvenience he has suffered because of the overpayment error; and 

  • recalculate the sum that it is asking for Mr C to repay so that it is based on the net pension payments he received during the period from 25 November 2013 to 31 August 2018. 

Complaint summary

Mr C is unhappy that the Trustee has asked him to repay part of the benefits that he was paid in error from the Scheme. He says that the fault does not lie with him and so he should not be expected to make the repayment.

View determination

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